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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,894 | $113,339+208.7% | $94,993+268.3% | $147,585+137.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 15.40% | 20.77%-5.4pp | 27.12%-11.7pp | 578.57%-563.2pp |
| Employer contribution / active EE | $25,000 | $3,160+691.0% | $2,603+860.2% | $4,876+412.7% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,828 | $6,063+29.1% | $4,960+57.8% | $10,885-28.1% |